Screener
FELV vs BUSA
Fidelity Enhanced Large Cap Value ETF vs Brandes U.S. Value ETF
Key differences
Both FELV and BUSA are equity ETFs. FELV charges 0.18% a year and BUSA 0.60%. The main difference: FELV follows a index tracking strategy; BUSA uses active selection.
- FELV follows a index tracking strategy; BUSA uses active selection.
- FELV costs 0.42% less per year.
- FELV is much larger than BUSA. Larger funds are usually more liquid and less likely to close.
- FELV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FELV | BUSA | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.60% |
| Fund size (AUM) | $3.0B | $293M |
| Since | 2007 | 2023 |
| Dividend yield | 1.52% | 1.48% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +28.4% | +24.3% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 10.93% | 11.88% |
| Max drawdown | -16.08% | -14.19% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.